Estate planning at U.S. Bancorp Investments
How to protect 9 U.S. Bancorp Investments accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through U.S. Bancorp Investments's U.S. Bank Trust & Investments (corporate trustee / trust administration — a separate unit from the broker-dealer)
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U.S. Bank Trust & Investments (corporate trustee / trust administration — a separate unit from the broker-dealer)
Phone855-594-7236
WebsiteLearn more→
U.S. Bancorp Investments service line (TOD transfers and estate account transfers; no separate estate unit for the broker-dealer)
Phone800-888-4700
Mailing Address
U.S. Bancorp Investments, Inc., 60 Livingston Avenue, EP-MN-N2WC, Saint Paul, MN 55107 (the firm's office address of record on FINRA BrokerCheck, CRD #17868). Call 800-888-4700 first — the firm directs estate paperwork through the service line and the servicing representative.
WebsiteNotify online→
Verified Jul 2026
How your U.S. Bancorp Investments investment accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 7 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Managing beneficiaries at U.S. Bancorp Investments is straightforward—changes can be made in branch, by mail, and by phone. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
There are two sides to estate planning at U.S. Bancorp Investments: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 9 account types at U.S. Bancorp Investments.
View details →When someone dies
Death claim process
Contact U.S. Bancorp Investments's U.S. Bank Trust & Investments (corporate trustee / trust administration — a separate unit from the broker-dealer) to file a claim. 9-step process, 7 required documents, and contact information for survivors.
View details →U.S. Bancorp Investments's U.S. Bank Trust & Investments (corporate trustee / trust administration — a separate unit from the broker-dealer) can answer questions about beneficiaries, trusts, or death claims at 855-594-7236.
Frequently asked questions
You do if you are married, your spouse is not the primary beneficiary of at least half the account, and you have a community-property connection. The form asks two questions most people answer too quickly: did your MARRIAGE occur in AZ, CA, ID, LA, NV, NM, TX, WA, WI, Puerto Rico, or Guam — and do you currently, or did you FORMERLY, reside in one of them. A yes to either triggers the Section 2 spousal consent, which your spouse must sign. A move out of Texas or California years ago does not clear it.
Sources
Data sourced from U.S. Bancorp Investments primary sources (14 pages reviewed). How we research.
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U.S. Bank Trust & Investments (corporate trustee / trust administration — a separate unit from the broker-dealer)
Phone855-594-7236
WebsiteLearn more→
U.S. Bancorp Investments service line (TOD transfers and estate account transfers; no separate estate unit for the broker-dealer)
Phone800-888-4700
Mailing Address
U.S. Bancorp Investments, Inc., 60 Livingston Avenue, EP-MN-N2WC, Saint Paul, MN 55107 (the firm's office address of record on FINRA BrokerCheck, CRD #17868). Call 800-888-4700 first — the firm directs estate paperwork through the service line and the servicing representative.
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your U.S. Bancorp Investments accounts and other assets with trusts, beneficiary designations, and estate planning documents.
